Meet The Team
Paul offers his clients a lifetime of experience in the finance industry. Before starting Absolute Wealth Advisers 12 years ago, Paul came from a banking and investment background and has been involved in some of the most complex deals in Australian finance. His years of experience have taught him that money can often be over engineered. “People get carried away chasing exciting ideas and big returns when nine times out of ten a simple approach achieves far better results.”
Paul is uniquely experienced in his understanding of international assets (particularly US holdings) and offers a cool head in times of turmoil. He is known for his personal approach to wealth management and believes in explaining finance in a way you can
understand, even when the structures and transactions are complex.
Paul holds a Bachelor of Economics, Masters in Business – Finance and a Diploma of Financial Planning. He is also a Fellow Chartered Financial Planner with the Association of Financial Advisors and a Registered Tax (Financial) Adviser with the
Tax Practitioners Board.
Since starting Absolute Wealth Advisers twelve years ago, Dean has become a leading mentor to some of the most awarded young talent in the financial advice industry. His superb ability to implement an efficient business model with high standards in detail, duty and compliance has set the groundwork for Absolute Wealth Advisers to be able to offer impeccable and focussed service.
In working directly with clients Dean is passionate about developing a financial strategy that fits with their goals, objectives and passions in life. "Investment portfolios and returns are the last thing that I talk to a client about. Investments need to have a context which are your personal goals."
Dean has held several positions on family boards of high net wealth family clients and has directed teams of accountants and lawyers in managing family affairs. He has an Honours in Economics, and a Diploma in Financial Planning.
Stella is both an experienced Wealth Adviser and a knowledgable insurance specialist. Known for her dependable, affable approach to work and life, Stella is driven by a desire to achieve exceptional outcomes for her clients.
Central to her approach to managing wealth for her clients is ensuring their family and their lifestyle are fully protected against any type of unforeseen life event. Stella has managed many families through crisis and been able to facilitate timely insurance payouts to assist them when they needed it most.
"Financial success is often about getting clear on the simple things like cashflow management. It can help client’s meet financial life goals and create the freedom to pursue more. Our Private Wealth Pathway system is both methodical and holistic - it gets clients on track across their whole financial landscape and helps them stay there."
Stella has a Bachelor of Business in Financial Planning.
Bentley helps keep the wheels turning at Absolute Wealth Advisers. He is our quality control guy on the ground and manages our team in Cebu. He assists our Wealth Managers with accurate client data management and “fact find” research. Bentley also quality checks our Statements of Advice and liaises with our insurance providers to ensure our clients can be kept up to date with any changes.
Charles del Mar
CLIENT SERVICE SPECIALIST
Charles attends to all inbound client communication and document management He is the first point of call for client enquiries and keeps clients informed of account updates and project progress.
Cherry Julienne Vasanta
REVIEW PREPARATION SPECIALIST
We call her CJ and she schedules and helps our Wealth Advisers prepare data and documents for all of our clients' annual and half-yearly reviews. Once we've made our recommendations CJ also helps prepare the statement of advice which makes it all offical. CJ may sometimes be in touch with you when documents need to be signed or if we need to book a meeting with you.
'Ren' executes trades on investments for our clients and then follows through with all of the necessary investment administration.
She is involved in portfolio review and data management, prepares quarterly valuation reports and keeps a monitors client's investment performance.
Katy is responsible for the implementation of insurance administration. She assists with modelling insurance needs for each of our clients does some of the preparation work for insurance reviews. Katy deals with our providers to obtain detailed insurance quotations and also follows through for our clients with any necessary claim management.
NEW CLIENT SPECIALIST
Jolly manages the on boarding of new clients by preparing and sending our engagement and fee disclosure statements. Jolly also provides assistance in tax planning, tax reporting and SMSF tax returns for our clients.